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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $700 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,086,124 | $89,652+1111.5% | $141,200+669.2% | $65,188+1566.1% |
| Participation rate | 94.2% | 74.7%+19.5pp | 82.5%+11.7pp | 70.2%+24.0pp |
| Annual return | 22.80% | 32.79%-10.0pp | 71.41%-48.6pp | 29.38%-6.6pp |
| Employer contribution / active EE | $35,399 | $3,065+1055.1% | $4,736+647.4% | $2,177+1526.2% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $4 | $569-99.3% | $10,265-100.0% | $847-99.5% |